

Yellen China Visit, APAC Markets
Apr 8, 2024
Stephanie Leung, CIO at StashAway, Nancy Davis, Founder of Quadratic Capital Management, and Steven Schoenfeld, CEO of Market Vector Indexes, discuss global growth trends, market implications, inflation concerns, policy implications, and investment insights in the US and emerging markets. They analyze the American economy, interest rates, earnings growth, anticipated stock gains, market rotations, and emerging sectors in a bullish market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Global Growth Trends and Market Implications
02:35 • 5min
Analyzing Policy Implications and Investment Insights
08:01 • 2min
Navigating Inflation and Market Trends
10:06 • 7min
Discussion on American Economy, Interest Rates, and Earnings Growth in Markets
17:03 • 2min
Anticipated Stock Gains in Earnings Season
19:22 • 3min
Market Rotation and Emerging Sectors Discussion in a Bullish Market
22:24 • 2min